Spire Wealth Management’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Spire Wealth Management’s Portfolio IJJ Stock Details IJJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$383K	Sell	2,594 -160	-6%	-$22.6K	0.01%	612
2026 Q1	$365K	Sell	2,754 -94	-3%	-$12.9K	0.01%	615
2025 Q4	$375K	Sell	2,848 -1,739	-38%	-$226K	0.01%	616
2025 Q3	$595K	Sell	4,587 -161	-3%	-$20.6K	0.02%	487
2025 Q2	$587K	Sell	4,748 -283	-6%	-$33.3K	0.02%	473
2025 Q1	$602K	Sell	5,031 -429	-8%	-$53.7K	0.02%	520
2024 Q4	$682K	Sell	5,460 -279	-5%	-$35.6K	0.02%	484
2024 Q3	$709K	Sell	5,739 -370	-6%	-$44K	0.02%	451
2024 Q2	$693K	Sell	6,109 -1,077	-15%	-$123K	0.02%	422
2024 Q1	$850K	Sell	7,186 -1,368	-16%	-$154K	0.02%	407
2023 Q4	$949K	Sell	8,554 -1,263	-13%	-$130K	0.03%	371
2023 Q3	$991K	Sell	9,817 -17,672	-64%	-$1.89M	0.04%	330
2023 Q2	$2.94M	Buy	27,489 +4,385	+19%	+$445K	0.11%	185
2023 Q1	$2.37M	Buy	23,104 +14,066	+156%	+$1.5M	0.09%	212
2022 Q4	$911K	Buy	9,038 +165	+2%	+$16.5K	0.05%	248
2022 Q3	$799K	Sell	8,873 -15,258	-63%	-$1.52M	0.05%	249
2022 Q2	$2.28M	Buy	24,131 +381	+2%	+$38.9K	0.09%	186
2022 Q1	$2.6M	Sell	23,750 -579	-2%	-$62.5K	0.07%	232
2021 Q4	$2.69M	Buy	24,329 +24,218	+21,818%	+$2.64M	0.06%	265
2021 Q3	$11K	Hold	111	–	–	﹤0.01%	2065
2021 Q2	$12K	Sell	111 -103	-48%	-$11K	﹤0.01%	2055
2021 Q1	$22K	Buy	+214	New	+$20.4K	﹤0.01%	2106

Other funds holding IJJ

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Spire Wealth Management's IJJ Position: Q2 2026 in Review

Spire Wealth Management reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 5.8% in Q2 2026, selling an estimated $22.6K and leaving 2,594 shares worth $383K. The position accounts for 0.01% of the portfolio, ranked #612.

Spire Wealth Management first reported a position in IJJ in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.94M in Q2 2023. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Spire Wealth Management held 2,594 shares of iShares S&P Mid-Cap 400 Value ETF worth $383K as of Q2 2026.
Spire Wealth Management sold 160 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $22.6K.
iShares S&P Mid-Cap 400 Value ETF made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #612 holding.
Spire Wealth Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2021 and has held it in 22 quarters since.
Spire Wealth Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $2.94M in Q2 2023.
874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.